NFG
LTC

Next Financial Group’s LTC Properties LTC Stock Holding History

Next Financial Group’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$18K Buy
+516
New +$17.2K ﹤0.01% 1935

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Next Financial Group's LTC Position: Q4 2021 in Review

Next Financial Group opened a new position in LTC Properties (LTC) in Q4 2021: 516 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1935 among its holdings.

213 funds tracked by Wall St. Rank hold LTC as of Q4 2021.

  • Next Financial Group held 516 shares of LTC Properties worth $18K as of Q4 2021.
  • LTC Properties was a new Next Financial Group position in Q4 2021.
  • LTC Properties made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1935 holding.
  • 213 funds tracked by Wall St. Rank held LTC Properties as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.